Transaction Manager

Job Title

Job Description

• Support team managing multi-market and single-market client portfolios, including board decks, approvals, tour scheduling, showings, etc.

• Assist with portfolio tracking, lease expiration schedules, and pipeline management across assigned accounts.

• Prepare high-quality client materials including tour books, market summaries, financial comparison tables, and portfolio review decks.

• Coordinate with marketing and research teams to produce accurate, client-ready presentations and reports.

• Ensure branding, formatting, and data consistency across all deliverables.

• Maintain accurate and up-to-date records in CRM and transaction management systems (e.g., Salesforce).

• Assist with portfolio analytics, rent comparisons, and basic financial modeling under broker direction.

• Track activity, pipeline metrics, and reporting for internal and client use.

• Liaise with internal teams including research, finance, legal, marketing, and workplace strategy to support client initiatives.

• Coordinate calendars, meetings, and logistics for client presentations, tours, and portfolio reviews.

• Support onboarding of new portfolio clients and transitions between ownership or property management teams.

• Assist with gathering market data, comparable transactions, and landlord information.

• Support brokers with research related to market conditions, availability, and competitive positioning.

• Coordinate transaction workflows from initial requirements through execution, including tours, proposals, and deal documentation.

• Prepare and organize Letters of Intent (LOIs), proposals, and transaction summaries.

• Track key deal milestones, critical dates, and deliverables to ensure timely execution.

• Bachelor’s degree or equivalent experience.

• 2–5 years of experience in commercial real estate brokerage support, transaction coordination, or portfolio administration preferred.

• Strong organizational and project management skills with the ability to manage multiple priorities.

• Excellent written and verbal communication skills.

• High proficiency in Microsoft Office (Excel, PowerPoint, Word) and CRM platforms (Salesforce preferred).

• Experience with CoStar or similar market research tools a plus.

• Detail-oriented and process-driven.

• Client-service mindset with strong follow-through.

• Comfortable supporting senior brokers and complex client accounts.

Ability to work independently while collaborating across teams.